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Disney aims for Netflix. If the deal was made, it would shoot itself in the foot


This article assumes Disney are interested so they can control and to some extent merge operations. That's a big assumption. Their interest could well be purely a way to hedge in relation to the future of TV. E.g. a pure risk mitigation play. Famously the Netflix's business model is somewhat incompatible with legacy content producer models. If Disney own Netflix they can bridge across to the future without the valuable Disney brand getting steamrollered by disruptive forces and can at a future date use that brand with the new business model. The point is, if they don't make the acquisition now, there will be in the future an inflection point where Netflix or Amazon or a.n. Other streaming service is the content king and they will no longer have the financial muscle to control their destiny.

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